On the Calendar tab in the Lightning Experience, System Administrators see other User's Calendars (created from Salesforce objects) listed beneath My Calendars. If the Admin deletes this Calendar view, it is deleted from the User's list as well. Repro 1. Login as a user beneath a System Administrator in the Role hierarchy. 2.
- From the Calendar page, click calendar options next to Other Calendars.
- Select Add Calendars.
- Select People or User Lists.
- Search for and select the name of the coworker or user list you want to add to your calendar view.
- Click Add.
What are Salesforce calendars in lightning experience?
In a nutshell, Salesforce Calendars in the Lightning Experience are a great way to keep track of all the events and activities which manage users in a loop. Sharing a calendar gives coworkers access to modify events or add new events, according to their requirements.
How to view all events in Salesforce calendar?
You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items. Also, you can view, create, and edit in a day, week, or month view. Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view.
How to do business hours lookup in Salesforce Lightning?
Salesforce Lightning doesn’t support business hours lookup. You can only view the custom records objects records that are owned by you. You can view only 150 calendar items in a day or week on a calendar created by you. You don’t have the ability to create custom calendar list views.
How to share a calendar with other people in Salesforce?
From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
How do I view calendar in Salesforce lightning?
1:153:52Calendar Functionality in Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And selectMoreFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And select new calendar from here you want to choose the object to base the calendar on.
Which other calendars can you see on your calendar in Salesforce?
The calendar view displays up to 150 events in one month in the following calendar types.Your own calendar.An object calendar.The calendar of another user (not available in Personal Edition)A list of user calendars.A public calendar.A resource calendar.
How do I view multiple calendars in Salesforce?
can I view multiple calendars simultaneously? - When viewing multi-user calendars you can: Select, edit, and create list views that determine which calendars display. To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view.
How do I share a calendar in Salesforce lightning?
Share Your Calendar in Lightning ExperienceFrom the Calendar tab, click calendar options next to your My Events calendar.Search and select the name of the coworker who you want to share your calendar with.Select the level of access that you want your coworker to have to your calendar.More items...
How do I view a calendar in Salesforce?
Calendar Views in Salesforce Classic On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your calendar with coworkers and print calendars and task lists.
Which views are available for a user's task calendar?
All single-user day and week views of a user's calendar display a list of the user's open tasks alongside the calendar....Single-User View and Views of Other CalendarsYour own calendar.The calendar of another user (not available in Personal Edition)A public calendar.A resource calendar.
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How do I create a calendar in Salesforce lightning?
Required EditionsStart creating a calendar.Choose an object to base the calendar on.Select fields that determine what the calendar displays (1, 2, 3). If you want, filter the calendar items by selecting a list view (4). The calendar displays items differently depending on the date fields you select. (Date) Fields.
How do I add a calendar to lightning home screen?
To add calendar to the Salesforce homepage or on the record page layout, navigate to Lightning App Builder: Click on the Gear > Edit Page. In the Lightning App Builder, in the left sidebar, find the CalendarAnything LWC component and drag it onto the page. Click the Save button.
How do I give someone access to my calendar in Salesforce?
Required Editions and User Permissions Events associated with a record that you own are visible to anyone above you in the role hierarchy. From your personal settings, enter Calendar Sharing in the Quick Find box, then select Calendar Sharing. To share your calendar with others, click Add.
How do I share an object calendar in Salesforce?
Setup -> Public Calendars and Resources -> New. Complete the information requested and make sure to check Active. Then you can update the sharing settings by identifying the roles, users, or groups that have access to this calendar.
Can you create a calendar in Salesforce?
You can customize most calendars by applying a list view. We've included a few popular examples. You can hide or show calendars, and you can edit and delete them. Some considerations apply to creating calendars.
What is Salesforce calendar?
In a nutshell, Salesforce Calendars in the Lightning Experience are a great way to keep track of all the events and activities which manage users in a loop. Sharing a calendar gives coworkers access to modify events or add new events, according to their requirements.
How to create a calendar in the lightning experience?
2. Create a New Calendar by clicking on the gear icon placed on the bottom right side.
Does Salesforce Lightning have business hours?
Salesforce Lightning doesn’t support business hours lookup. You can only view the custom records objects records that are owned by you. You can view only 150 calendar items in a day or week on a calendar created by you. You don’t have the ability to create custom calendar list views.
Can you create custom calendar views?
You don’t have the ability to create custom calendar list views.
Can you view all events in Salesforce?
Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view. Further, you can edit, delete, and share your calendar and see your colleague’s calendar that has been added to your view.
Can you add color code to calendar?
6. You can also add color code to your calendars.
Can you customize Salesforce calendar?
You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items. Also, you can view, create, and edit in a day, week, or month view.
How to see shared calendars?
From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process.
Where is the Lightning app menu?
Once you’ve ensured your administrator has set the correct Organization-Wide Sharing Defaults for the Calendar, you’ll want to navigate to the Lightning Platform App Menu on the top left-hand side of the screen in Lightning Experience. From the App Launcher, type in (or select) Calendar, and you’ll be brought to the correct screen in the environment. This allows you to view your personal calendar from a Day, Week, Month, or Table perspective, and allows you to create, edit, and delete your own events.
Can colleagues see your availability?
A description of each sharing level is below: Hide Details – Your colleagues are able to see your calendar availability, but they are not able to see information about calendar events. Hide Details and Add Events – Your colleagues can see your availability similar to “ Hide Details ,” and they can also add events to your calendar.
Can you share your calendar in Salesforce?
With this problem in mind, Salesforce has developed tools in Lightning Experience that allow users to share their own calendar and view their colleague’s calendars so that internal event scheduling could not be easier. In the paragraphs below, we will describe how to grant your colleagues expanded access to your calendar as well as how to navigate through Lightning Experience to view calendar events for others.
